Teller Supervisor (CSR Supervisor), Goshen Banking Center, Goshen, IN

1st Source•Goshen, IN

2d•Onsite

About The Position

The Teller Supervisor (CSR Supervisor) supervises and directs the transaction activities of the CSR team, coordinates staff schedules, and guides training and development. The role leads the CSR team in accordance with security safeguards, bank policies, procedures, and guidelines. In the absence of the Banking Center Manager, the Teller Supervisor oversees the banking center. The position includes supervising and scheduling assigned staff and exercising usual authority related to interviewing, hiring, performance appraisals, discipline, promotions, salary recommendations, and terminations. The supervisor helps resolve routine procedural and processing issues, ensures the CSR team meets established goals, supports sales goals, and assists with audits and reporting as requested. The Teller Supervisor identifies client needs, promotes and cross-sells bank products and services, makes referrals to appropriate colleagues, and builds client loyalty through exceptional customer service. The role also assists with banking center operational duties, participates in retail sales programs and team meetings, and takes part in community projects and relevant educational programs. Regular and predictable attendance, completion of position-related compliance training, and compliance with applicable laws and regulations are essential. The position requires travel to bank locations as needed for meetings, projects, training, and seminars. Physical duties include sitting, standing, walking, using office equipment, reaching, talking, and hearing; occasional stooping or kneeling and lifting or moving up to 10 pounds may be required. Reasonable accommodations may be made to enable individuals to perform the essential functions.

Requirements

At least two years of CSR experience or equivalent retail or cash-handling experience.
Customer service experience.
Ability to have crucial conversations with staff.
High degree of attention to detail.
Ability to cross-sell bank products and services.
Good written and verbal communication skills.
Good PC skills, including proficiency in Microsoft Office.
Good problem-solving skills.
Ability to work in a team atmosphere.
Ability to protect the confidentiality and privacy of others, as well as company documents and records.
Ability to handle multiple tasks in a fast-paced environment.
Ability to travel to all locations as needed for meetings, projects, training, seminars, and similar activities.
Ability to sit, stand, and walk; use hands and fingers to operate a keyboard and other office equipment; reach with hands and arms; and talk or hear. Occasional stooping or kneeling and lifting or moving up to 10 pounds may be required.

Nice To Haves

Three or more years of retail banking experience preferred.
Prior supervisory experience preferred.
One to three years of college preferred.

Responsibilities

Supervise and direct the transaction activities of the CSR team; coordinate schedules and guide staff training and development.
Lead the CSR team in accordance with security safeguards, bank policies, procedures, and guidelines.
Oversee the banking center in the absence of the Banking Center Manager.
Supervise and schedule assigned staff and exercise authority concerning interviewing, hiring, performance appraisals, discipline, promotions, salary recommendations, and terminations.
Help the CSR team resolve routine procedural and processing issues.
Ensure the CSR team meets established goals.
Identify client needs, promote bank products and services, and refer clients to appropriate bank colleagues when needed.
Cultivate customer relationships, initiate referrals, and cross-sell bank products and services.
Assist the banking center team with operational duties, including safe deposit, cash machine, ATM balancing, vault, and end-of-day work.
Build client loyalty and establish client relationships, including addressing clients by name and consistently delivering exceptional customer service.
Adhere to established bank policies, procedures, and guidelines.
Participate in retail sales programs to help meet personal and banking center goals.
Participate in team meetings, community projects, and educational programs related to the position.
Help the Banking Center Manager support and drive sales goals.
Assist the Banking Center Manager with audits and reporting as requested.
Maintain regular and predictable attendance.
Complete compliance training related to the position and comply with applicable laws and regulations.
Perform other duties as assigned.